| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Matthew Stead Sachetta, LLC | 3,194 | $641,806.25 | $930,092.83 | $288,286.58 | 44.92% |
Nicole Davis Northwest Financial Advisors | 788 | $236,756 | $229,465.61 | -$7,290.39 | -3.08% |
Marion Hebert CENTRAL VALLEY ADVISORS, LLC | 938 | $207,233.98 | $273,145.61 | $65,911.63 | 31.81% |
| JWM JPL Wealth Management LLC JPL Wealth Management, LLC | 46 | $11,408 | $13,395.2 | $1,987.2 | 17.42% |
Adam Colby Wealth Group Ltd | 1,101 | $217,351.6 | $320,611.21 | $103,259.61 | 47.51% |
Chandler te Velde Maia Wealth LLC | 889 | $177,346.61 | $258,876.81 | $81,530.2 | 45.97% |
Signal Advisors Wealth LLC Signal Advisors Wealth, LLC | 2,481 | $580,902.27 | $722,467.22 | $141,564.95 | 24.37% |
Focus Financial Network Inc. Focus Financial Network, Inc. | 8,145 | $1.72M | $2.37M | $650,660.04 | 37.8% |
Foundation Wealth Management LLC Foundation Wealth Management, LLC\PA | 8,747 | $1.94M | $2.55M | $609,216.24 | 31.44% |
| JGH Joseph G Hetland MOSAIC FINANCIAL GROUP, LLC | 6,487 | $1.35M | $1.89M | $536,186.74 | 39.63% |
Nicholas Holmes Objectivity Squared, LLC | 1,339 | $267,776.99 | $403,708.5 | $135,931.51 | 50.76% |
Matthew Cochran Atlantic Edge Private Wealth Management, LLC | 1,045 | $211,767.06 | $304,304.01 | $92,536.95 | 43.7% |
Jessica Riley Hale GC Wealth Management RIA, LLC | 15,064 | $3.3M | $4.39M | $1.09M | 32.93% |
Michael Herman Apollon Financial, LLC | 1,651 | $400,495.7 | $480,771.22 | $80,275.52 | 20.04% |
Elizabeth Parks VOISARD ASSET MANAGEMENT GROUP, INC. | 1,061 | $212,953.35 | $308,963.21 | $96,009.86 | 45.08% |
Christopher Griffith Stablepoint Partners, LLC | 1,140 | $239,185.74 | $331,968.01 | $92,782.27 | 38.79% |
James A. Slabaugh SEAMOUNT FINANCIAL GROUP INC | 13,235 | $2.73M | $3.85M | $1.12M | 40.92% |
Leslie D. Thompson Spectrum Wealth Counsel, LLC | 2,104 | $464,760.75 | $612,684.82 | $147,924.07 | 31.83% |
Jonathan Chatfield LM Advisors LLC | 623 | $125,258.9 | $181,417.61 | $56,158.71 | 44.83% |
Victory Financial Group LLC VICTORY FINANCIAL GROUP, LLC | 5,840 | $1.38M | $1.7M | $321,892.02 | 23.35% |